- Wells Fargo (Placentia, CA)
- **About this role:** Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business ... outlined in the job expectations below **Required Qualifications:** + 4+ years of Business Banking experience, or equivalent demonstrated through one or a… more
- BMO Financial Group (Arcadia, CA)
- …Purpose: **To Boldly Grow the Good in Business and Life.** Our Business Banking Relationship Managers provide technical expertise for proactive credit ... rapport and instils confidence to develop credibility and earn their trust as relationship manager . + Identifies business needs, designs/develops tools and… more
- US Bank (Woodland Hills, CA)
- …learn new skills and discover what you excel at-all from Day One. **Job Description** Business Banking Relationship Managers play a pivotal role in helping ... financial solutions based on each client's unique goals and needs. US Bank Business Banking Relationship Managers are the primary advisor for our business… more
- US Bank (Long Beach, CA)
- …learn new skills and discover what you excel at-all from Day One. **Job Description** Business Banking Relationship Managers play a pivotal role in helping ... financial solutions based on each client's unique goals and needs. US Bank Business Banking Relationship Managers are the primary advisor for our business… more
- City National Bank (Long Beach, CA)
- …and services in order to establish a total client banking relationship . Discusses financing opportunities and general business conditions; may assist in ... ** RELATIONSHIP MANAGER SENIOR CB** **WHAT IS...specialist acting as a technical consultant to clients and Relationship Managers in various business segments and… more
- BMO Financial Group (Sherman Oaks, CA)
- …Oaks. The ideal candidate will have a Commercial and/or Corporate Banking Background focusing originating and managing relationships with companies generating ... Sherman Oaks. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an… more
- BMO Financial Group (City Of Industry, CA)
- …and either Chinese, Japanese or Korean. We are looking for a relationship manager to join our Pacific Rim Business and Commercial group supporting clients ... a portfolio of existing clients and also focus on creating new business development. Facilitates growth initiatives for the Bank through significant business… more
- BMO Financial Group (Downey, CA)
- …Ideal candidate facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains ... and data gathering to sales team to facilitate solution to the client's/prospect's business and needs. + Assists with sales and service administration and processing… more
- City National Bank (Long Beach, CA)
- …new client sales, referrals, cross sales and retention efforts of the Commercial Banking Relationship Managers and Commercial Client Services Officers. Develops ... client strategies for both new and existing clients.Regularly accompanies Commercial Banking Relationship Managers on key client visits and assists… more
- Zions Bancorporation (Chino, CA)
- … Business & Middle Market Excellence Awards. We are looking for a Commercial/ Business Banking Underwriter in Chino, CA . Essential Functions: + Responsible ... prepares summary, recommendations and may make joint presentations with Relationship Manager (RM) to Credit Approvers on...the approving or denying of commercial, commercial RE, and/or business banking loan applications. + Responsible for… more
- Banc of California (Santa Ana, CA)
- …"bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. **JOB SUMMARY:** This position… more
- CTG (Costa Mesa, CA)
- **Description** CTG is seeking to fill a Banking Client Services Manager opening for our client in Costa Mesa, CA. **Location:** Costa Mesa, CA **Duration:** 18 ... of protected classes. Submit a referral to this job (https://usjobs-ctg.icims.com/jobs/10620/ banking -client-services- manager /job?mode=apply&apply=yes&in\_iframe=1&hashed=-1834384795) **ID** _2024-10620_ **Title** _Banking Client Services… more
- JPMorgan Chase (Irvine, CA)
- …enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business ... Manager Senior (BRM) Acquisition banker in Business Banking , you'll be developing and managing...skills** + Minimum of 5 years' experience in a Business Banking Relationship Management role… more
- JPMorgan Chase (Irvine, CA)
- … Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking , you'll be helping to improve the lives of ... and build relationships. Regularly review processes and strategies with manager , making adjustments as needed + Identify and pursue...skills** + Minimum of 1 year experience in a Business Banking Relationship Management role… more
- BMO Financial Group (Brea, CA)
- …by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio ... savings, and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: +...knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning… more
- City National Bank (Irvine, CA)
- ** RELATIONSHIP MANAGER SENIOR** **WHAT IS THE...in good standing under the Safe Act. **Personal and Business Banking Division** As a member of ... and referrals and cross-sells from the service team.Managing each Relationship Manager includes making sure each has...City National's Personal & Business Banking group, you will have the… more
- Bank of America (Ontario, CA)
- GCB Sr. Relationship Manager - Middle Market Ontario, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as...Inland Empire. Position may be filled as a Sr. Relationship Manager or Relationship … more
- HSBC (Arcadia, CA)
- …people, our investors, our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer ... and retains a portfolio of clients. As the Wealth Relationship Manager , you will: + Build deep,...and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline. Business… more
- PNC (Pasadena, CA)
- …have an opportunity to contribute to the company's success. As a Relationship Manager III within PNC's Corporate Banking organization, you will be based in ... Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience… more
- JPMorgan Chase (Irvine, CA)
- …use of our complex treasury and cash management products and services. As a Client Relationship Manager (CRM) within the Commercial Bank, you will serve as the ... for each client assigned to your portfolio within Commercial Banking . The CRM is expected to be the client...and feedback to drive client satisfaction + Conduct annual relationship reviews with clients to identify potential customer-level fraud… more